Over 900 mortgage and financial services professionals use BrokerCRM software to see, manage and grow their businesses. The system provides you with a clear view of your clients and makes you more efficient in compliantly advising your clients about appropriate financial products.
BrokerCRM includes needs analysis tools and automatic population of application forms, calculators and fact finds. The system makes compliance a much easier and less time consuming task.
Marketing to your clients is enabled through simple and clever interrogation of your database and full integration with mail merge, SMS and email templates.Market segmentation and propensity modelling are features of the software.
Full information about our products can be found on this website.